Expense Sorted

AI-driven expense categorization tool compatible with Google Sheets and other platforms to streamline your budgeting process.

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About Expense Sorted

Expense Sorted is an intelligent tool that automatically categorizes your monthly expenses. It seamlessly integrates with Google Sheets, Lunch Money, Tiller, and soon PocketSmith, helping users simplify their budgeting process. By leveraging AI, it analyzes transactions and assigns accurate categories, eliminating manual entry. Additionally, a free Google Sheets template is available to facilitate quick setup and use.

How to Use

First, import your transactions into Google Sheets. Then, click the Expense Sorted add-on to let AI automatically categorize your expenses. Finally, review and analyze the organized data directly in your sheet.

Features

Fully customizable categories to match your spending habits

Privacy-conscious design ensures data remains within your Google Sheet

AI-powered automatic expense classification

Integrates with Google Sheets, Lunch Money, Tiller, and PocketSmith

Provides API access for tailored integrations

Use Cases

Simplify expense management in Google Sheets

Categorize expenses for budgeting and financial insights

Automatically sort bank transactions for easier analysis

Best For

Individuals managing personal financesFreelancers tracking expensesFinancial analysts analyzing transactionsSmall business owners overseeing budgetsBudgeting enthusiasts seeking automation

Pros

Reduces time spent on manual expense categorization

Works seamlessly with multiple financial tools

Allows customization to fit individual spending patterns

User-friendly with no complex setup required

Prioritizes data privacy by keeping information within Google Sheets

Cons

Requires a Google account and Google Sheets for full functionality

AI categorization accuracy may vary depending on transactions

Dependent on the continued support and availability of the add-on

Frequently Asked Questions

Find answers to common questions about Expense Sorted

How does the AI categorize transactions?

Expense Sorted uses AI algorithms to analyze merchant names and transaction details for accurate categorization.

Is my financial data kept secure?

Yes, your transaction data remains within your Google Sheet, ensuring privacy and security.

Can I customize expense categories?

Absolutely. You can tailor categories to match your specific spending patterns.

Does it support multiple platforms?

Yes, Expense Sorted integrates with Google Sheets, Lunch Money, Tiller, and soon PocketSmith.

Is there a free version or trial available?

A free Google Sheets template is provided, and additional features may be available through premium plans.